Customer Service Representative in Financial Services
3 days ago
At Horizon Group, we value our community and take responsibility for our region and its people. Our company culture is built on trust and appreciation, and we strive to live these values in our interactions with customers and employees alike.
We are seeking a Customer Advisor to join our team in a part-time or full-time capacity. As a Customer Advisor, you will be responsible for:
Your Key Responsibilities- Providing personalized advice and support to new and existing customers, focusing on asset management and retirement planning.
- Working closely with partners to offer customers a diverse range of financial products.
- Utilizing sales processes for investment advice and actively seeking opportunities to grow customer relationships.
- Maintaining customer relationships and acquiring financial advice appointments through effective communication and campaign management.
We offer a family-like work atmosphere with regular working hours and a supportive team environment. If you are passionate about delivering exceptional customer service and have a strong understanding of financial services, we encourage you to apply for this exciting opportunity.
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